Managing Director, Founder
CurrentPartner Capital, Inc. focuses on financial and strategic consulting, investing and portfolio management, and other engagements. In these areas, Partner Capital serves family groups, international and US companies, and public sector entities by providing customized opportunities and strategies to achieve client goals. Implementation of these strategies is conducted in conjunction with client personnel.• Create organizational goals and implement investment strategies for families and companies, using investment expertise, understanding of opportunities across asset classes, and broad network of relationships.• Complete strategic consulting projects and business plans for businesses, families, and other organizations in US and global markets.• Fiduciary mindset grounded in confidentiality and focus on client goals.• Wide governance experience in public and private companies.• Trusted advisor to families, organizations, and companies holding global assets in excess of $300 million.• Leader of professional teams incorporating wide ranges of functional capabilities.Recent Consulting Projects & Proposals:• Designed $100 million Islamic investment program for major Kuwaiti bank.• Identified team and led sales effort with state-level Middle East investor to provide $300 million “downside protection” approach across equity portfolios.• Created strategic plan for $500 million green energy project for Gulf-region government.• Currently proposing SFO structure and $2 billion investment program for UHNW family.• Provided proposal to sovereign wealth fund CEO to form internal team for urgent challenges within a $300+ billion portfolio.• $10 million fundraising for family owned business services company. Developing strategic plan, financial projections, and offshore ownership structure.• Led project to create $150 million US real estate JV for global and US investor group.• Established US trust and financial governance for HNW individual.
